Description
Welcome to the PDF Customizer module for Perfex CRM. This module enhances the functionality of Perfex CRM by allowing users to customize and personalize PDF documents generated within the system. With this module, users can create professional-looking PDF documents that reflect their brand identity and meet their specific business needs.
Feature List:
- Customizable PDF Templates:
- Drag-and-Drop PDF Builder:
- Logo and Branding Integration:
- Variable Data Insertion:
- Custom Fonts and Colors:
- Header and Footer Customization:
- Page Layout Customization:
- Support for Multiple Languages:
- Conditional Logic for Content Display:
- Dynamic Content Insertion:
- Table Customization Options:
- Image Insertion and Scaling:
- Watermarking and Background Images:
- Section Reordering and Removal:
- Text Formatting and Styling:
- Integration with CRM Data Fields:
- Preview and Test Mode:
- PDF Download and Email Sending:
- Bulk PDF Generation:
- Version Control and History Tracking:
- Responsive Design for Mobile Compatibility:
- User Permissions and Access Control:
- Documentation and Training Resources:
- Technical Support and Updates:
- Customizable Cover Pages:
- Customizable Table of Contents:
- Barcode and QR Code Generation:
- Digital Signature Integration:
- Invoice and Quote Customization:
- Proposal and Contract Customization:
The PDF Customizer module for Perfex CRM empowers users to create professional, branded PDF documents effortlessly, streamlining their communication and enhancing their overall CRM experience. Whether generating invoices, quotes, proposals, or contracts, this module offers unparalleled flexibility and customization options.
Reviews
There are no reviews yet.